Signature Estate & Investment Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-881
| Closed | -$230K | – | 169 |
|
2021
Q3 | $230K | Sell |
881
-8
| -0.9% | -$2.09K | 0.01% | 151 |
|
2021
Q2 | $344K | Buy |
889
+27
| +3% | +$10.4K | 0.02% | 128 |
|
2021
Q1 | $277K | Buy |
862
+27
| +3% | +$8.68K | 0.01% | 142 |
|
2020
Q4 | $281K | Sell |
835
-254
| -23% | -$85.5K | 0.02% | 136 |
|
2020
Q3 | $512K | Buy |
1,089
+55
| +5% | +$25.9K | 0.03% | 104 |
|
2020
Q2 | $262K | Buy |
+1,034
| New | +$262K | 0.02% | 126 |
|